What I recently learnt

I recently connected with an old friend who was in dire need of an insurance solution. He wanted to know more about a particular insurance policy. After reviewing several options, he settled for one which met his expectations and budget. I learnt a lot from the entire process. He was after a solution and not a quick fix to his need. He had a long term goal he wanted to achieve and needed something that made sense not only financially but a product he could sit down his 10 year old daughter and explain the benefits to her. His vision was that by the time his daughter reaches 18, that is in 8 years’ time, she could make her own financial decisions. I am now taking a proactive approach to ensure that my son understands the value of a Shilling today and its importance tomorrow.